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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
IR
501
Invictus RG
Bermuda
$371K +$369K +4,821 +3,325%
NFG
502
Next Financial Group
Texas
$370K -$8.12K -106 -2%
SC
503
Scotia Capital
Ontario, Canada
$370K +$4.59K +60 +1%
NAM
504
North American Management
Massachusetts
$367K – – –
SGCA
505
Steel Grove Capital Advisors
Tennessee
$364K -$230K -3,000 -38%
PFBT
506
Parkside Financial Bank & Trust
Missouri
$364K +$11.2K +146 +3%
CCA
507
Checchi Capital Advisers
California
$357K +$8.12K +106 +2%
IHL
508
Investment House LLC
California
$355K – – –
QI
509
Quotient Investors
New York
$351K +$61.3K +800 +21%
DWT
510
Dorsey & Whitney Trust
South Dakota
$343K +$20K +261 +6%
BJL
511
Brighton Jones LLC
Washington
$335K +$1.46K +19 +0.4%
YP
512
Yellowstone Partners
Idaho
$334K +$342K +4,470 New
TAM
513
Trillium Asset Management
Massachusetts
$333K – – –
GWM
514
Geneos Wealth Management
Colorado
$332K +$8.12K +106 +2%
LIM
515
Leavell Investment Management
Alabama
$331K – – –
GVT
516
Genesee Valley Trust
New York
$328K -$3.45K -45 -1%
LA
517
LVW Advisors
New York
$327K – – –
BWM
518
BerganKDV Wealth Management
Minnesota
$326K -$37.9K -495 -10%
CS
519
Comerica Securities
Michigan
$325K +$57.4K +749 +21%
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$323K +$9.11K +119 +3%
MC
521
Miles Capital
Iowa
$321K +$114K +1,491 +53%
IH
522
IFC Holdings
Florida
$316K -$24K -314 -7%
WA
523
WFG Advisors
Texas
$315K +$15.2K +198 +5%
ADBIC
524
A.D. Beadell Investment Counsel
Wisconsin
$310K – – –
SRSA
525
S.R. Schill & Associates
Washington
$306K – – –
19 20
21
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